This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Lincoln Financial
- Clients
- Retail
- Platforms
- Pathway ridge
- Established Date
- 03-31-2021
- Office Locations
- 1
Office Locations
About Marc Alan Wealth Management LLC
Marc Alan Wealth Management is a fee-only RIA in Rockaway, NJ focused on tax-efficient investing for landlords and individuals with significant tax concerns. The firm provides ongoing investment management and portfolio clean-up aimed at reducing unnecessary taxes, plus one-time capital gain and landlord tax-shelter strategies (for accredited investors) and hourly “find & fix” financial review projects. Client assets are custodied at Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARC ALAN LESCARRET
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #4590921
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,154,082 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,154,082 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $15,154,082
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $526,721,821 | 36.6% |
| Other | $400,078,323 | 27.8% |
| Cash | $512,330,515 | 35.6% |
| Total | $1,439,130,659 | 100.0% |